Upcoming events

  • Budgeting Workshop

    March 7, 2025 @7:00pm EST

    Join our live budgeting workshop to learn skills for managing your expenses and building a budget that aligns with your financial goals. You'll also have the opportunity to ask questions and receive personalized guidance from one of our financial experts.

    This is a Virtual Event.

    RSVP for Zoom Link

  • Living on a Fluctuating Income

    March 13, 2025 @7pm EST

    Whether you're self-employed, working on commission, or dealing with seasonal earnings, this event will help you navigate the challenges of financial instability. Learn how to manage cash flow, prioritize expenses, and create financial stability, even when your income varies.

    This is a Virtual Event.

    Register for Zoom Link.

  • The Student Loan Epidemic

    March 22, 2025 @10:00am EST

    Join us and financial advisor Ashley Begley for a seminar focused on understanding the challenges of student debt and its impact on your financial future. Gain practical advice and strategies to manage student loans and take control of your financial success.

    Register for Location Information

    Virtual Option Available

  • Women & Wealth Brunch Event

    April 6, 2025 @10:00am EST

    Join us for a Social Hour with financial advisor Ashley Begley! Bring your questions, old statements, and a desire to learn as we discuss practical steps to take control of your money and build lasting financial confidence.

    This is an In-Person Event.

    (FL) Location TBA

  • *Tentative* Women & Wealth Brunch Event

    April 13, 2025 @10:00am EST

    Join us for a Social Hour with financial advisor TBA! Bring your questions, old statements, and a desire to learn as we discuss practical steps to take control of your money and build lasting financial confidence.

    This is an In-Person Event.

    (CT) Location TBA

  • *Tentative* Women & Wealth Dinner Event

    April 24, 2025 @6:00pm EST

    Join us for a Social Hour with financial advisor TBA! Bring your questions, old statements, and a desire to learn as we discuss practical steps to take control of your money and build lasting financial confidence.

    This is an In-Person Event.

    (AZ) Location TBA

  • Women & Wealth Brunch Event

    May 4, 2025 @10:00am EST

    Join us for a Social Hour with financial advisor Ashley Begley! Bring your questions, old statements, and a desire to learn as we discuss practical steps to take control of your money and build lasting financial confidence.

    This is an In-Person Event.

    (FL) Location TBA

  • Gen-Z Money Workshop

    May 15, 2025 @6:00pm EST

    Join us for a Gen Z Money Workshop and discover that achieving financial success as a member of Gen Z isn’t impossible! Learn practical strategies for budgeting, managing debt, and building savings to create the financial future you deserve.

    This is a Virtual Event.

    RSVP for Zoom Link

  • Does Starting a Business Make Sense?

    May 24, 2025 @11:00am EST

  • Women & Wealth Brunch Event

    June 8, 2025 @10:00am EST

    Join us for a Social Hour with financial advisor Ashley Begley! Bring your questions, old statements, and a desire to learn as we discuss practical steps to take control of your money and build lasting financial confidence.

    This is an In-Person Event.

    (FL) Location TBA

  • Building Generational Wealth

    Date TBA

    Join us for an event on building generational wealth, featuring special guest Ashley Begley from Edward Jones and another surprise guest, as they share strategies for securing your family’s financial future.

    Location TBA

    Address TBA

Interested In Having Us Come Speak At an Event?

claudio.financial.1@gmail.com
(203) 820-1448